IWP
HDV

Icon Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Icon Wealth Partners’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$5.62M Buy
+279,885
New +$5.91M 0.67% 29

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Icon Wealth Partners's HDV Position: Q2 2022 in Review

Icon Wealth Partners opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2022: 279,885 shares worth $5.62M. The stake represents 0.67% of the portfolio and ranks #29 among its holdings.

731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Icon Wealth Partners held 279,885 shares of iShares Core High Dividend ETF worth $5.62M as of Q2 2022.
  • iShares Core High Dividend ETF was a new Icon Wealth Partners position in Q2 2022.
  • iShares Core High Dividend ETF made up 0.67% of Icon Wealth Partners's portfolio in Q2 2022, its #29 holding.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.